KOHL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KOHL FOUNDATION (EIN 36-3214720)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-19
- IRS object ID
- 202422639349100012
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-19T13:30:23-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752409112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 LYNDON B JOHNSON FWY STE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363214720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOHL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHL | BusinessNameControlTxt |
| Phone | 8177566991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE F KOHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8177566991 | PhoneNum |
| Signature | 2024-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE ALLEN | PreparerPersonNm |
| PTIN | P00437588 | PTIN |
| Phone | 9724041010 | PhoneNum |
| Preparation | 2024-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,056,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,944 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,557,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,557,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,894,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,014 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,893,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,881,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,156 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,973 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $218,184 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $251,709 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,137 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $231,572 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,620 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,970 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,650 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $115 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $106 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,723 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $457,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $407,496 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,923 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $61 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,513 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $201 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,312 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,752 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $140 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,612 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,068 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,097,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $523,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $557,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,138,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $523,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,597,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,358,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,879 | CashBOYAmt |
| Cash EOY | $2,878 | CashEOYAmt |
| Cash EOYFMV | $2,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $550,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $458,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $458,608 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,935,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,758,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,595,276 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,155 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $22,489,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,219,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,056,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $426,856 | CapitalStockBOYAmt |
| Capital Stock EOY | $426,856 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,062,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,792,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,489,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,219,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,489,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,219,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,489,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,245,166 | SubtotalAmt |
| Other Decreases | $25,489 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,219,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1008 SHS COUSINS PPTYS | P | 2022-09-16 | 2023-04-11 | $21,349 | $26,713 | -$5,364 | -$5,364 |
| 14800 SHS MEDICAL PROP TRUST INC | P | 2023-09-12 | 2023-11-07 | $74,600 | $116,058 | -$41,458 | -$41,458 |
| 918 SHS NET LEASE OFFICE PROP | P | 2023-11-02 | 2023-11-02 | $10,014 | $10,497 | -$483 | -$483 |
| 3200 SHS OFFICE PROP INC TRUST | P | 2023-02-06 | 2023-05-22 | $22,050 | $53,238 | -$31,188 | -$31,188 |
| 3400 SHS OFFICE PROP INC TRUST | P | 2023-04-18 | 2023-08-08 | $26,156 | $24,105 | $2,051 | $2,051 |
| 5600 SHS PIEDMONT OFFICE REALTY TR | P | 2023-03-03 | 2023-05-03 | $34,665 | $51,747 | -$17,082 | -$17,082 |
| 7000 SHS ALGONQUIN PWR UTILS CORP | P | 2020-06-24 | 2023-04-11 | $61,320 | $92,349 | -$31,029 | -$31,029 |
| 11050 SHS CHARTWELL RETIREMENT RES TR | P | 2016-03-11 | 2023-04-11 | $68,091 | $118,724 | -$50,633 | -$50,633 |
| 42000 SHS CK INFRASTRUCTURE HLDGS | P | 2010-09-02 | 2023-07-06 | $219,052 | $167,310 | $51,742 | $51,742 |
| 2804 SHS COUSINS PPTYS | P | 2021-08-09 | 2023-04-11 | $59,388 | $109,625 | -$50,237 | -$50,237 |
| 1 SH EXTRA SPACE STORAGE INC | P | 2017-05-04 | 2023-07-21 | $87 | $32 | $55 | $55 |
| 25815 SHS MEDICAL PROP TRUST INC | P | 2017-02-01 | 2023-11-07 | $127,821 | $365,131 | -$237,310 | -$237,310 |
| 20 SHS FRONTIER REIT | P | 2010-09-13 | 2023-11-15 | $59,405 | $80,210 | -$20,805 | -$20,805 |
| 1573 SHS HEALTHCARE RLTY TR | P | 2021-08-09 | 2023-06-06 | $30,807 | $37,687 | -$6,880 | -$6,880 |
| 4685 SHS MEDICAL PROP TRUST INC | P | 2020-02-28 | 2023-04-11 | $40,721 | $98,707 | -$57,986 | -$57,986 |
| 3100 SHS OFFICE PROP INC TRUST | P | 2019-03-15 | 2023-03-17 | $36,273 | $82,991 | -$46,718 | -$46,718 |
| 26000 SHS PHYSICIANS REALTY TRUST | P | 2020-03-12 | 2023-11-07 | $293,808 | $424,284 | -$130,476 | -$130,476 |
| 5560 SHS PIEDMONT OFFICE REALTY TR | P | 2010-07-29 | 2023-04-11 | $38,476 | $91,426 | -$52,950 | -$52,950 |
| 21300 SHS RIOCAN REIT | P | 2014-02-07 | 2023-08-15 | $303,202 | $425,731 | -$122,529 | -$122,529 |
| 5065 SHS RYMAN HOSPITALITY PROP | P | 2013-12-05 | 2023-03-28 | $408,356 | $195,218 | $213,138 | $213,138 |
| 63550 SHS SUMMIT INDUSTRIAL REIT MERGER | P | 2018-02-14 | 2023-03-02 | $1,001,872 | $426,367 | $575,505 | $575,505 |
| 7709 SHS RIGHT LINK REIT | P | 2023-02-24 | 2023-03-14 | $3,526 | $3,526 | $3,526 | |
| 8330 SHS CASTELLUM AB | P | 2023-01-11 | 2023-04-24 | $99,039 | $110,175 | -$11,136 | -$11,136 |
| 242000 SHS YUEXIU TRANSPORT INFRASTRUCT | P | 2011-07-11 | 2023-07-06 | $116,410 | $119,986 | -$3,576 | -$3,576 |
| 9200 SHS NORTHWEST HEALTHCARE PROPERTIES | P | 2022-04-12 | 2023-09-25 | $36,180 | $100,914 | -$64,734 | -$64,734 |
| 38500 SHS SUMMIT INDUS INC REIT | P | 2017-12-04 | 2023-02-23 | $608,766 | $220,819 | $387,947 | $387,947 |
| 184000 SHS SHENZHEN EXPWY CORP | P | 2006-01-23 | 2023-07-06 | $154,272 | $60,566 | $93,706 | $93,706 |
| 168000 SHS ZHEJIANG EXPWY CO LTD | P | 2006-01-06 | 2023-07-06 | $124,506 | $122,516 | $1,990 | $1,990 |
| 82000 SHS JIANGSU EXPWY CO LTD | P | 2010-09-28 | 2023-07-06 | $73,777 | $89,984 | -$16,207 | -$16,207 |
| 88000 SHS CROSS HARBOUR HLDGS LTD | P | 2009-01-19 | 2023-07-07 | $92,359 | $74,139 | $18,220 | $18,220 |
| 2000 SHS CROSS HARBOUR HLDGS LTD | P | 2009-01-19 | 2023-07-06 | $2,112 | $1,582 | $530 | $530 |
| 7000 SHS CROSS HARBOUR HLDGS LTD | P | 2009-01-16 | 2023-06-16 | $7,658 | $5,678 | $1,980 | $1,980 |
| 30544 SHS LINK REIT | P | 2008-03-17 | 2023-07-06 | $169,218 | $88,731 | $80,487 | $80,487 |
| 8000 SHS LINK REIT | P | 2008-03-17 | 2023-06-15 | $46,459 | $18,541 | $27,918 | $27,918 |
| 162000 SHS YUEXIU REIT | P | 2013-03-21 | 2023-01-04 | $41,885 | $88,444 | -$46,559 | -$46,559 |
| 97593 SHS KIWI PROPERTY GROUP | P | 2006-02-10 | 2023-09-26 | $48,996 | $82,456 | -$33,460 | -$33,460 |
| 238000 SHS FORTUNE REIT | P | 2011-07-13 | 2023-06-23 | $168,645 | $149,824 | $18,821 | $18,821 |
| 11950 SHS PZ CUSSONS PLC | P | 2008-04-09 | 2023-06-22 | $26,381 | $44,749 | -$18,368 | -$18,368 |
| 10594 SHS LAND SECURITIES GROUP | P | 2010-09-23 | 2023-06-22 | $76,076 | $107,401 | -$31,325 | -$31,325 |
| 6400 SHS CHARTWELL RETIREMENT RESIDENCES | P | 2016-03-29 | 2023-02-28 | $42,962 | $70,228 | -$27,266 | -$27,266 |
| REALIZED CURRENCY EXCHANGE LOSS | P | 2022-11-30 | 2023-11-30 | $25,624 | -$25,624 | -$25,624 | |
| CAPITAL GAINS DIVIDENDS | P | $17,781 | $17,781 | $17,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,731 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,731 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Overpayment | $6,768 | OverpaymentAmt |
| Applied To ES Tax | $6,768 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND INVESTMENT CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177566990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | SZ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NICOLE F KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 37.50 | $114,083 | $6,845 | $0 |
| MARIAN K BRISCOE | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 16.50 | $62,517 | $3,751 | $0 |
| ATLEE KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | TREASURER/DIRECTOR | 10.00 | $0 | $0 | $0 |
| CLAYTON KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY CATES | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | ASST TREASURER | 20.00 | $60,556 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,690,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,586,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,586,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $443,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,142,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,457,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,457,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,878 | TotalTaxAmt |
| Distributable Before Adj | $1,438,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,438,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,438,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,597,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,597,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,438,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,042,040 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,597,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,042,040 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $555,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $882,643 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLE F KOHL | ContributingManagerNm |
| Contributing Manager | ATLEE KOHL | ContributingManagerNm |
| Contributing Manager | CLAYTON KOHL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN STREET SHELTER | ||||||
| PO BOX 710729 | DALLAS | TX | 75371 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| BARUCH HASHEM SYNOGOGUE | ||||||
| 304 BELTLINE ROAD | DALLAS | TX | 75254 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $23,000 |
| BAYLOR SCOTT AND WHITE DALLAS FOUNDATION | ||||||
| 3600 GASTON AVE SUITE 100 | DALLAS | TX | 75246 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| BOOK AND A BALL | ||||||
| 704 FOSTER ROAD | YANCEYVILLE | NC | 27379 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $3,000 |
| BREAD BASKET MINSTRIES | ||||||
| PO BOX 244 | FORT WORTH | TX | 76101 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $23,000 |
| CHI ALPHA CHRISTIAN FELLOWSHIP | ||||||
| 3728 W CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| CHRIST FOR THE NATIONS | ||||||
| PO BOX 769000 | DALLAS | TX | 75376 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $16,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL STREET | LEWISVILLE | TX | 75057 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| CHRISTIAN FREEDOM INTERNATIONAL | ||||||
| PO BOX 535 | FRONT ROYAL | VA | 22630 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| COMPASSION INTERNATIONAL | ||||||
| 11290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| COVENANT CHRISTIAN ACADEMY | ||||||
| 901 CHEEK SPARGER ROAD | COLLEYVILLE | TX | 76034 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 |
| CRYSTAL CHARITY | ||||||
| 3838 OAK LAWN AVE L150 | DALLAS | TX | 75219 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| DALLAS ARBORETUM | ||||||
| 8617 GARLAND ROAD | DALLAS | TX | 75218 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| DALLAS SYMPHONY ORCHESTRA | ||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $42,000 |
| DALLAS ZOOLOGICAL SOCIETY | ||||||
| 650 S RL THORNTON FRWY | DALLAS | TX | 75203 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| EAST TEXAS ARBORETUM | ||||||
| 1601 PATTERSON RD | ATHENS | TX | 75751 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| EAST TEXAS FOOD BANK | ||||||
| PO BOX 6974 | TYLER | TX | 75711 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| ECHO | ||||||
| 17391 DURRANCE ROAD | NORTH FORT MEYERS | FL | 33917 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| EMBRACE GRACE | ||||||
| 700 W BEDFORD EULESS RD SUITE G | HURST | TX | 76053 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $12,000 |
| EQUEST | ||||||
| PO BOX 192747 | DALLAS | TX | 75219 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| EUROPEAN INITIATIVE | ||||||
| PO BOX 772 | COLLEYVILLE | TX | 76034 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $6,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 W PLANO PKWY SUITE 1600 | PLANO | TX | 75075 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| FORT WORTH ZOO | ||||||
| 1989 COLONIAL PKWY | FORT WORTH | TX | 76110 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| GRACE | ||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $40,000 |
| GATEWAY CHURCH | ||||||
| 500 S NOLEN DR SUITE 300 | SOUTHLAKE | TX | 76092 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $37,500 |
| GENESIS WOMEN'S SHELTER | ||||||
| 4411 LEMMON AVE SUITE 201 | DALLAS | TX | 75219 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| HATIKVA PROJECT | ||||||
| 9218 METCALF AVE | OVERLAND PARK | KS | 66212 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| INTERFAITH FAMILY SERVICES | ||||||
| PO BOX 720206 | DALLAS | TX | 75372 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $16,000 |
| IRVING CARES INC | ||||||
| PO BOX 177425 | IRVING | TX | 75017 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| IRVING SYMPHONY ORCHESTRA | ||||||
| 225 E JOHN CARPENTER FRWY STE 120 | IRVING | TX | 75062 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 |
| JEWISH VOICE MINISTRIES | ||||||
| PO BOX 31998 | PHOENIX | AZ | 85046 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $7,000 |
| JUNIOR ACHIEVEMENTS OF DALLAS | ||||||
| 1201 WEST EXECUTIVE DR | RICHARDSON | TX | 75081 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $6,000 |
| JUNIOR LEAGUE OF DALLAS | ||||||
| 8003 INWOOD RD | DALLAS | TX | 75209 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $75,000 |
| LATIN EQUIP | ||||||
| PO BOX 1583 | COLLEYVILLE | TX | 76034 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $6,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | LINDALE | TX | 75771 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| MIAMI HERBERT BUSINESS SCHOOL | ||||||
| PO BOX 248027 | CORAL GABLES | FL | 33124 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 |
| MISSION ARLINGTON | ||||||
| 210 W SOUTH STREET | ARLINGTON | TX | 76010 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| MODERN DAY | ||||||
| PO BOX 535578 | GRAND PRAIRIE | TX | 75053 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $7,000 |
| NATIVITY OF OUR LORDJESUSCHRIST MONASTERY | ||||||
| PO BOX 426 | KEMP | TX | 75143 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| NEW FRIENDS NEW LIFE | ||||||
| PO BOX 192378 | DALLAS | TX | 75219 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| NORTH DALLAS SHARED MINISTRIES | ||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| OUR FRIENDS PLACE | ||||||
| 2501 OAK LAWN AVE STE 500 | DALLAS | TX | 75219 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| PALM BEACH ATLANTIC UNIVERSITY | ||||||
| 901 S FLAGLER DR | WEST PALM BEATH | FL | 33401 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $22,000 |
| PEGASUS WATER POLO ACADEMY | ||||||
| 1901 N AKARD ST | DALLAS | TX | 75201 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| PSALMS OF DAVID | ||||||
| PO BOX 610735 | DALLAS | TX | 75261 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 |
| SOCIETY OF ST ANDREW | ||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 74526 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| SUMMIT MINISTRIES | ||||||
| BOX 207 | MANITOU SPRINGS | CO | 80829 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $35,000 |
| TACA | ||||||
| ONE ARTS PLAZA 1722 ROUTH ST 115 | DALLAS | TX | 75201 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $27,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| THE STEWPOT | ||||||
| 408 PARK AVE | DALLAS | TX | 75201 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| THE VOICE OF THE MARTYRS | ||||||
| PO BOX 443 | BARTLESVILLE | OK | 74005 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| THRIVE WOMEN'S CLINIC | ||||||
| 59 JUPITER RD | DALLAS | TX | 75212 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 025388 | CORAL GABLES | FL | 33102 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $12,000 |
| ZEMBA CHILDREN'S FOUNDATION | ||||||
| PO BOX 966 | FAIRFIELD | TX | 75840 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,944 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,557,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,881,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,881,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ATLEE AND NICOLE KOHL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,308 | Amt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,723 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2008-02-28 | $22,262 | $11,131 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-07-10 | $645 | $322 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2015-12-01 | $2,722 | $1,300 | 200DB | 7.000000000000 | $61 | $0 |
| DELL COMPUTERS | 2010-02-05 | $1,024 | $512 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2014-01-01 | $270 | $135 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-01-01 | $2,116 | $1,058 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-08-18 | $2,116 | $1,058 | 200DB | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $21,758,191 | EOYBookValueAmt |
| EOYFMV | $26,595,276 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $22,262 | $22,262 | $0 | $0 |
| FURNITURE & FIXTURES | $645 | $645 | $0 | $0 |
| FURNITURE & FIXTURES | $2,722 | $2,722 | $0 | $0 |
| DELL COMPUTERS | $1,024 | $1,024 | $0 | $0 |
| COMPUTER | $270 | $270 | $0 | $0 |
| COMPUTER | $2,116 | $2,116 | $0 | $0 |
| COMPUTER EQUIPMENT | $2,116 | $2,116 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $115 | LegalFeesAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $106 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED FOREIGN CURRENCY GAIN (LOSS) | Desc |
| Amt | $25,489 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $14,975 | $14,975 | $0 |
| CABLE TELEVISION | $1,028 | $1,028 | $0 |
| DUES & MEMBERSHIP | $2,738 | $219 | $2,519 |
| FEES & ASSESSMENTS | $692 | $55 | $637 |
| INSURANCE - GENERAL | $1,953 | $156 | $1,797 |
| OFFICE EXPENSE | $2,669 | $214 | $2,455 |
| POSTAGE | $137 | $11 | $126 |
| REPAIR & MAINTENANCE | $901 | $72 | $829 |
| TELEPHONE | $5,561 | $445 | $5,116 |
| UTILITIES | $3,289 | $263 | $3,026 |
| SEMINARS | $1,699 | $136 | $1,563 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $19,701 | $19,701 | $0 |
| INVESTMENT MANAGEMENT FEES | $34,266 | $34,266 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $404,633 | $404,633 | $0 |
| FORM 990 PF TAXES | $17,500 | $0 | $0 |
| PAYROLL TAXES | $35,786 | $2,863 | $32,923 |
Comments